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Brown Advisory, an independent investment management firm with $33 billion in assets under management, announced the appointment of Porter Schutt and Bill Dugdale as partners in the firms Wilmington, Del., office.
February 11 -
Only 11% of households cite referrals as the reason for beginning relationships with advisors, according to Cerulli Associates.
February 11 -
Mary Jo White, President Barack Obamas nominee to lead the U.S. Securities and Exchange Commission, said she will avoid some matters involving firms including JPMorgan Chase & Co., General Electric Co. and Deloitte & Touche LLP if confirmed by the Senate.
February 10 -
Unlike the soon-to-be-discontinued Facebook Credits, the new Amazon Coins have a ready marketplace with consumers and merchants.
February 10 -
Total HSA accounts rose by 22% last year, to more than 8.2 million, while assets picked up by 27%, to $15.5 billion.
February 10 -
Target maturity funds picked up more than $13 billion in the fourth quarter of 2012, bringing the industrys total assets to some $485 billion, a 29% increase from a year ago, according to data from Ibbotson.
February 7 -
FINRA appears to be pulling back from its campaign to regulate RIAs -- and advisors couldnt be happier.
February 7 -
Firms have to commit to planning," says Mike Durbin, president of Fidelity Institutional Wealth Services. "The firms on a path to high performance are on a fast course to planning.
February 7 -
Some pent up demand could make 2013 a more robust year for recruitment.
February 6 -
Fidelity will team up with Extend Health, a Towers Watson company, to help retiring corporate employees choose Medicare coverage.
February 6 -
A growing number of the nations wealthiest individuals are seeking advice on moving their funds and themselves not only across state lines but across national borders as fears grow over the direction of U.S. tax policy.
February 6 -
When it comes to understanding white collar criminals, Walter A. Pavlo, Jr. wants financial services professionals to know one thing: they look a lot like them.
February 5 -
Are advisors getting it wrong on recruiting and hiring? A new report out from Pershing finds a gap between what advisors say they ought to be doing and what they're actually getting right.
February 5 -
Can target date mutual funds continue their rapid ascent? Folio hopes so.
February 5 -
BlackRock the worlds biggest money manager, is accused in a lawsuit by two pension funds of reaping grossly excessive compensation from securities- lending returns associated with iShares.
February 5 -
In 2010, pre-retirees had $6.1 trillion in investable retirement assets. Retirees had $5.9 trillion. By 2020, thats expected to swell to $10.2 trillion and $11.4 trillion, respectively, according to LIMRA.
February 4 -
Luke Palacio will join Citi Private Bank as managing director and regional market manager for the South East region on March 18. He will look to expand the firms presence throughout South Florida beyond Miami, Boca Raton and Palm Beach.
February 4 -
The Naples office of The Private Client Reserve is expanding its services, adding new advisors and relocating to a larger office space in the upscale neighborhood of Mercato.
February 4 -
How can advisors be more productive and take more time off? According to Jimmy Williams of Regier, Carr & Monroe in McAlester, OK and Randy Thurman of Investment Advisors Inc., by focusing on a dozen simple steps, the big picture becomes simpler.
February 4
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Nearly half (47%) of adult children say their parents never made any financial mistakes. Meanwhile, their parents were quick to point out their childrens financial missteps.
February 4
